SCHW.PRD icon

Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D
SCHW.PRD

Overview Fund Activity

5 hedge funds and large institutions have $8.36M invested in Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$7.71M

Top Sellers

1
MCM
1
Mengis Capital Management
Oregon
$413K
2
EI
2
Ellevest Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$7.71M +$139K +5,518 +2%
MCM
2
Mengis Capital Management
Oregon
$413K -$15K -600 -4%
ECM
3
Estabrook Capital Management
New York
$230K – – –
CPG
4
Cornerstone Planning Group
New Jersey
$2.5K +$2.5K +100 New
EI
5
Ellevest Inc
New York
– -$6.5K -124 Closed